About Me
Hello! I’m Sara Grillo, financial advisor marketing consultant, specializing in lead generation strategies for financial advisors.Â
I am also the evangelist for the Transparent Advisor Movement and the founder of The Immersion conference. A professional Code of Ethics governs all actions I take.Â
Prior to becoming a marketing coach for financial advisors, I was a financial advisor and worked at Lehman Brothers. I graduated from Harvard University and pursued my Masters at NYU Stern School of Business before getting my CFA designation. Â
MISSION
I am a humble servant of Jesus Christ.
I live in NYC and have four kids with Antonio. My family loves nature and plants, and we are developing a pollinator sanctuary in Upstate New York to save the vital butterflies, bees, and hummingbirds.
My grandparents came to the United States from a farm in Sicily, and I am grateful to my country for this opportunity.
I love God, I love my country, and I love my family.
My mission is to use the abilities that God blessed me with to support the delivery of financial advice with higher fairness, logic, clarity, and dignity, for the good of the American family. My mission in life is to honor Him; all I do is to be a vessel for His Goodness although I fall sorrowfully short in so many regards.
I’m honored that you came by and please drop me a note to say hello, if you so wish. Thank you for visiting and God bless you and your families.
-Sara G